Rehmann Capital Advisory Group’s iShares Yield Optimized Bond ETF BYLD Stock Holding History

Rehmann Capital Advisory Group’s Portfolio BYLD Stock Details BYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,634	Closed	-$275K	–	514
2020 Q4	$275K	Buy	10,634 +138	+1%	+$3.56K	0.03%	390
2020 Q3	$270K	Buy	10,496 +68	+0.7%	+$1.76K	0.03%	349
2020 Q2	$267K	Sell	10,428 -2,026	-16%	-$51.2K	0.04%	346
2020 Q1	$307K	Buy	+12,454	New	+$317K	0.05%	278
2019 Q3	–	Sell	-3,022	Closed	-$76.5K	–	1727
2019 Q2	$76.5K	Buy	3,022 +796	+36%	+$19.7K	0.01%	695
2019 Q1	$55K	Buy	+2,226	New	+$53.9K	0.01%	780

Other funds holding BYLD

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

AMG

Asset Management Group Stamford, Connecticut $619M AUM 15.97% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Rehmann Capital Advisory Group's BYLD Position: Q1 2021 in Review

Rehmann Capital Advisory Group sold out of iShares Yield Optimized Bond ETF (BYLD) in Q1 2021, closing a stake of 10,634 shares — an estimated $275K sold.

Rehmann Capital Advisory Group first reported a position in BYLD in Q1 2019 and held it in 6 quarters. The position peaked at $307K in Q1 2020. 46 funds tracked by Wall St. Rank hold BYLD as of Q1 2021.

Rehmann Capital Advisory Group reported no remaining iShares Yield Optimized Bond ETF position as of Q1 2021 after selling out during the quarter.
Rehmann Capital Advisory Group sold 10,634 iShares Yield Optimized Bond ETF shares in Q1 2021, an estimated $275K.
Rehmann Capital Advisory Group first reported a position in iShares Yield Optimized Bond ETF in Q1 2019 and held it in 6 quarters.
Rehmann Capital Advisory Group's iShares Yield Optimized Bond ETF position peaked at $307K in Q1 2020.
46 funds tracked by Wall St. Rank held iShares Yield Optimized Bond ETF as of Q1 2021.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2021, filed 26 May 2021.